Our Process

Our process is holistic & centered on you.

We understand planning is not one-size-fits all; we know that we are working with personal and foundational elements that impact your life and well-being. We acknowledge our responsibility to safeguard your future and guide your finances, and do so with integrity and care.

Our 4-Step Process

UNDERSTAND

First Meeting

We look to understand your financial picture as you learn how our unique planning will benefit you.

OUR GESTURE OF TRANSPARENCY

Engagement Fee Structure

Option 2: Flat fee of $2,500 (+GST) for the initial plan set-up and first year of monitoring with 2 meetings per year, and $2,000 (+ GST) in each subsequent year.

Commissions

As fully independent financial advisors, we are able to shop the world of insurance and wealth management solutions which best fit our clients’ needs. If an insurance or wealth solution is implemented with us, any remuneration we receive are deducted against their chosen engagement fee model.

Whether hourly, flat fee, or with needed insurance or wealth management solutions, our clients can choose the model which works best for them.